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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 208 Institutional holders with a total value of $2,205,315,469.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 6,894,279 517,002,000 23.44%
2 BANK OF AMERICA CORP /DE/ 1,873,007 140,456,000 6.37%
3 MORGAN STANLEY 1,653,927 124,028,000 5.62%
4 NIPPON LIFE INSURANCE CO 1,642,700 123,186,000 5.59%
5 UBS Group AG 1,427,584 107,055,000 4.85%
6 SFMG, LLC 1,319,926 98,981,000 4.49%
7 PROVIDA PENSION FUND ADMINISTRATOR 1,258,790 94,397,000 4.28%
8 WELLS FARGO & COMPANY/MN 1,110,700 83,292,000 3.78%
9 Mizuho Bank, Ltd. 860,000 64,491,000 2.92%
10 LPL Financial LLC 845,199 63,441,000 2.88%
11 GOLDMAN SACHS GROUP INC 781,210 58,583,000 2.66%
12 ROYAL BANK OF CANADA 625,920 46,938,000 2.13%
13 M&T BANK CORP 561,126 42,079,000 1.91%
14 Beaumont Financial Partners, LLC 411,712 30,874,000 1.40%
15 LBMC INVESTMENT ADVISORS, LLC 390,065 29,251,000 1.33%
16 Stratford Consulting, LLC 357,785 26,830,000 1.22%
17 Corbenic Partners LLC 344,280 25,818,000 1.17%
18 ARS Wealth Advisors, LLC 317,050 23,776,000 1.08%
19 Astor Investment Management LLC 303,722 22,776,000 1.03%
20 Simply Money Advisors 268,482 20,133,000 0.91%
21 Commonwealth Equity Services, Inc 258,210 19,363,000 0.88%
22 Wharton Business Group, LLC 249,320 18,697,000 0.85%
23 ENVESTNET ASSET MANAGEMENT INC 245,914 18,441,000 0.84%
24 BLAIR WILLIAM & CO/IL 232,505 17,435,000 0.79%
25 Homrich & Berg 218,671 16,398,000 0.74%
26 AMERIPRISE FINANCIAL INC 196,834 14,765,000 0.67%
27 BBVA USA Bancshares, Inc. 183,438 13,756,000 0.62%
28 BlackRock Fund Advisors 183,346 13,749,000 0.62%
29 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 168,727 12,653,000 0.57%
30 Ancora Advisors LLC 0 12,344,000 0.56%
31 BlackRock Investment Management, LLC 157,447 11,807,000 0.54%
32 JPMORGAN CHASE & CO 149,612 11,219,000 0.51%
33 Cetera Advisors LLC 145,622 10,896,000 0.49%
34 BlackRock Institutional Trust Company, N.A. 140,960 10,571,000 0.48%
35 NOMURA ASSET MANAGEMENT CO LTD 131,500 9,861,000 0.45%
36 NOTTINGHAM ADVISORS, INC. 114,125 8,558,000 0.39%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 109,140 8,186,000 0.37%
38 MANAGED ACCOUNT ADVISORS LLC 102,790 7,708,000 0.35%
39 Orion Porfolio Solutions, LLC 101,537 7,614,000 0.35%
40 CREDIT SUISSE AG/ 97,592 7,318,000 0.33%
41 Raymond James Financial Services Advisors, Inc. 94,424 7,081,000 0.32%
42 ProVise Management Group, LLC 85,971 6,447,000 0.29%
43 GLENMEDE TRUST CO NA 81,098 6,080,000 0.28%
44 AVIANCE CAPITAL MANAGEMENT, LLC 78,424 5,881,000 0.27%
45 New England Investment & Retirement Group, Inc. 78,086 5,856,000 0.27%
46 RAYMOND JAMES & ASSOCIATES 77,675 5,825,000 0.26%
47 CHATHAM CAPITAL GROUP, INC. 73,708 5,527,000 0.25%
48 PNC FINANCIAL SERVICES GROUP, INC. 70,143 5,260,000 0.24%
49 BANK HAPOALIM BM 68,233 5,117,000 0.23%
50 STEPHENS INC /AR/ 67,505 5,062,000 0.23%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.